Purchases and Sales Made in Q4 2022 in Sherwin Williams CO (SHW)
This table provides information about the institutional ownership of Sherwin Williams CO (SHW) during Q4 2022. The information is specifically focused on institutions that hold shares of SHERWIN WILLIAMS CO.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 10, 2023
Q4 2022
|
Vigilare Wealth Management
|
BUY
|
- |
6+ 0.28% |
$1.21K - $1.55K
|
2.14K
$832K
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
6New |
$1.21K - $1.55K
|
6
$2.33K
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
6New |
$1.21K - $1.55K
|
6
$2.33K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6New |
$1.21K - $1.55K
|
6
$2.33K
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6New |
$1.21K - $1.55K
|
6
$2.33K
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
5+ 0.18% |
$1.01K - $1.29K
|
2.86K
$1.11M
|
|
Feb 07, 2023
Q4 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
5+ 3.03% |
$1.01K - $1.29K
|
170
$66K
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5New |
$1.01K - $1.29K
|
5
$1.94K
|
|
Feb 02, 2023
Q4 2022
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
4+ 0.23% |
$805 - $1.04K
|
1.77K
$685K
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
4+ 0.36% |
$805 - $1.04K
|
1.11K
$429K
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
4New |
$805 - $1.04K
|
4
$1.55K
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4+ 0.36% |
$805 - $1.04K
|
1.11K
$430K
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
4New |
$805 - $1.04K
|
4
$1.55K
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
4+ 0.07% |
$805 - $1.04K
|
5.72K
$2.22M
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3+ 7.69% |
$604 - $776
|
42
$16.3K
|
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3New |
$604 - $776
|
3
$1.16K
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2+ 0.16% |
$402 - $518
|
1.24K
$481K
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
2+ 0.04% |
$402 - $518
|
5.21K
$2.02M
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
2+ 0.16% |
$402 - $518
|
1.23K
$476K
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
2+ 0.48% |
$402 - $518
|
416
$162K
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2+ 0.08% |
$402 - $518
|
2.57K
$997K
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2+ 0.15% |
$402 - $518
|
1.3K
$503K
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2+ 0.15% |
$402 - $518
|
1.34K
$519K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
2New |
$402 - $518
|
2
$777
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.09% |
$402 - $518
|
2.33K
$904K
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
1+ 1.39% |
$201 - $259
|
73
$28.3K
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 0.81% |
$201 - $259
|
124
$48.1K
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$201 - $259
|
2.48K
$963K
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
BUY
|
- |
1+ 0.04% |
$201 - $259
|
2.52K
$977K
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1+ 0.09% |
$201 - $259
|
1.06K
$411K
|
|
Jan 23, 2023
Q4 2022
|
Strategic Advisors LLC
|
BUY
|
- |
1+ 0.07% |
$201 - $259
|
1.36K
$528K
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 10.0% |
$201 - $259
|
11
$4.27K
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1- 0.01% |
$201 - $259
|
7.61K
$2.96M
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2- 66.67% |
$402 - $518
|
1
$388
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2- 6.9% |
$402 - $518
|
27
$10.5K
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-2- 0.75% |
$402 - $518
|
264
$103K
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2- 7.14% |
$402 - $518
|
26
$10.1K
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-3- 6.82% |
$604 - $776
|
41
$15.9K
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 12.5% |
$604 - $776
|
21
$8.15K
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-3- 2.91% |
$604 - $776
|
100
$38.8K
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-3- 0.11% |
$604 - $776
|
2.83K
$1.1M
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-4- 16.0% |
$805 - $1.04K
|
21
$8.15K
|
|
Jan 31, 2023
Q4 2022
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-4- 0.33% |
$805 - $1.04K
|
1.22K
$474K
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-5- 0.28% |
$1.01K - $1.29K
|
1.77K
$687K
|
|
Feb 02, 2023
Q4 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-5- 0.19% |
$1.01K - $1.29K
|
2.58K
$1M
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
SELL
|
- |
-5- 0.25% |
$1.01K - $1.29K
|
1.98K
$769K
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-5- 0.52% |
$1.01K - $1.29K
|
950
$369K
|
|
Feb 13, 2023
Q4 2022
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-5- 0.3% |
$1.01K - $1.29K
|
1.68K
$652K
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-5- 1.36% |
$1.01K - $1.29K
|
364
$141K
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-8- 24.24% |
$1.61K - $2.07K
|
25
$9.71K
|